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Showing episodes and shows of
V. E. Schwab (Author)
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Schwab Network
Charles Schwab CEO on Volatility, National Investing Day & Ringing Closing Bell
Charles Schwab CEO Rick Wurster joins Nicole Petallides at the NYSE after ringing the closing bell to talk about the firm's introduction of National Investing Day. Wurster says he wants to spread awareness on investing by encouraging discussions at a younger age and among families. He also notes the importance of managing portfolios in times of market volatility and the ways Charles Schwab helped investors over recent weeks. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork...
2025-05-01
10 min
Schwab Network
Charles Schwab 1Q Client Trends Show Strong Engagement, No ‘Panic Selling’
Charles Schwab’s James Kostulias focuses on market volatility and how it’s impacting confidence. He says Schwab saw “net selling” in April, but “no panic selling.” He also stresses higher client engagement since the market turmoil started and higher trading volumes. He also notes that options have picked up as a trading vehicle for retail investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us...
2025-05-01
10 min
Schwab Market Update Audio
Munis Maybe the Play for Bond Investors
As stocks rallied, bonds sold off, but the munis could be the next play for bond investors. The S&P 500 battles a pivotal technical point.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to...
2025-03-25
03 min
Schwab Market Update Audio
Central Bank Cuts Don’t Signal Recession
The trend for central banks is to cut rates but that doesn’t mean a recession is near. But it also doesn’t mean GDP is growing very much.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without noti...
2025-03-24
04 min
Schwab Market Update Audio
Stubborn Inflation Concerns Fed
The Fed held the discount rate even but hinted at stagflation concerns. Manufacturing, jobs, and real estate reports will help shape Thursday’s session.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting ma...
2025-03-20
04 min
Schwab Network
Fed Has Time to Measure Uncertainty, Hold Interest Rates
There's "so many moving parts" surrounding equities and bonds, says Charles Schwab's Collin Martin. He believes the Fed's projections around interest rates can swing either way pending on changes in President Trump's policies, including tariffs. He later refers to the Fed's growing "optionality" with certain treasury caps. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the...
2025-03-19
07 min
Schwab Market Update Audio
Investors Await FOMC Announcement
All eyes are on the Fed as the FOMC updates its interest rate policy. While nothing is expected to change, investors will scrutinize Chair Powell’s remarks for dovishness.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without no...
2025-03-19
06 min
Schwab Network
Defensive Stocks Remain Key Play as Fed Grapples Interest Rate Conundrum
Charles Schwab's Liz Ann Sonders says investors should funnel into defensive stocks until there's a significant cooldown in volatility. She notes markets likely sold off today due to the previous two sessions enticing buyers with oversold indicators. On the Fed, Kathy Jones says Fed Chair Jerome Powell will have a lot on his plate on whether to lean toward inflation or employment on the FOMC's duel mandate.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com...
2025-03-18
06 min
Schwab Market Update Audio
After Back-to-Back Gains, Fed and Nvidia Awaited
Stocks enter Tuesday up back-to-back days for the first time in a month amid better investor sentiment as tariff noise eased. Nvidia's conference and the Fed meeting are in focus.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change...
2025-03-18
08 min
Schwab Network
All Eyes on Fed: Growth v. Inflation Outlook
Fed Chair Jerome Powell will address the U.S. following the FOMC's interest rate decision this Wednesday. Charles Schwab's Collin weighs if the Fed will look more into inflation or employment data heading into the announcement. Collin doesn't expect a rate cut for March but notes bonds and the yield curve can signal more cuts throughout the year.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https...
2025-03-17
06 min
Schwab Market Update Audio
Retail Sales, Fed Ahead as Investors Mull Economy
Today's retail sales data and Wednesday's Fed meeting highlight the week, along with Nvidia's GPU Technology Conference. FedEx, Micron, and Nike results are due later this week.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in...
2025-03-17
08 min
Schwab Network
"Bonds are Back:" Munis in Focus Amid Volatility & Incoming Fed Rate Decision
"March is a difficult month for muni market," says Charles Schwab's Cooper Howard. He doesn't consider bonds the catalyst for volatility but admits it's a factor behind it. The next question resides in how recent market moves will affect the Fed's interest rate decision, or lack thereof, and how it will shift municipal bonds moving forward.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com...
2025-03-14
05 min
Schwab Market Update Audio
Correction time: SPX Starts Day Off 10% From Highs
After falling into 10% correction territory, the market limps into the weekend hobbled by tariff and growth worries while investors look ahead to a possible government shutdown.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction...
2025-03-14
08 min
Schwab Network
SPX Enters Correction, Selling May Not be Over
The SPX closed near its session lows, something Charles Schwab's Nathan Peterson considers a bearish sign heading into Friday. He believes the bulls need to establish a "line in the sand" for the index to establish a proper rebound. He also talks about the drive up in volatility as tariffs uncertainty clings to markets.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us...
2025-03-13
07 min
Schwab Market Update Audio
Stocks Face PPI Data After Rising on CPI Report
A stronger than expected CPI report bolstered stocks on Wednesday which is unlikely to change the Fed’s plans. However, the Bank of Canada cut its key rate once again.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change wi...
2025-03-13
06 min
Schwab Network
International Tug of War: U.S. v. Europe
Valuation is the key for investors looking for ways to reposition their portfolios amid the 2025 selling activity seen thus far in the markets. In terms of diversifying into European or International equity markets, Charles Schwab's Michelle Gibley points to the A.I. unwind & increased infrastructure spending as an opening for global opportunities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network...
2025-03-12
06 min
Schwab Network
Charles Schwab's 24/5 Trading Extends to NDX & SPX
James Kostulias talks about Charles Schwab's efforts to offer 24/5 trading on all SPX and NDX stocks, along with hundreds of other ETFs. He says the hour before the opening bell and hour after the closing bell have seen the highest traffic outside normal market hours. James adds that crypto has played a role in accelerating interest.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple...
2025-03-12
06 min
Schwab Market Update Audio
Stocks Slip on Tariffs Ahead of CPI
Stocks fall again as investors digested a tariff announcement targeting imports of Canadian aluminum and steel, with CPI data and a Fed meeting ahead.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting...
2025-03-12
07 min
Schwab Network
Market Profit Potential Amid Continuing Tariff Uncertainty
Market volatility persisted Tuesday as tariffs remain the biggest question shadowing over investors. As Charles Schwab's Mike Townsend notes, those ever-changing headlines could be overshadowed themselves by a looming government shutdown. Joe Mazzola discusses how all the D.C. and geopolitical risk impacts future profits.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire...
2025-03-11
09 min
Schwab Market Update Audio
Oracle Earnings, CPI in Focus After Sell Off
Investors digested Oracle's earnings and caught their breath after Monday's sell off as they looked ahead to CPI tomorrow. Recession worries dominate, and Treasury auctions loom.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction...
2025-03-11
07 min
Schwab Network
Bearish Sentiment Sticks, Mag 7 Stocks Drag Markets Lower
Red arrows continue to plague Wall Street, and Charles Schwab's Liz Ann Sonders expects bearish sentiment to linger beyond today's closing bell. She in part blames Mag 7 stocks, noting Apple (AAPL) in the bottom 390 of the SPX year-to-date, while Tesla (TSLA) holds the lowest position. She discusses ways investors can rebalance portfolios as volatility ramps higher.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple...
2025-03-10
07 min
Schwab Network
WLFC Soars: Record Revenues and the Post-COVID Travel Boom
Willis Lease Finance Corporation's (WLFC) Austin Willis joins the Schwab Network to discuss the company's record-breaking year. With record revenues and profits, Willis attributes the success to a combination of factors, including the return of travel after COVID, the maintenance cycle of jet engines, and supply chain issues. He also touches on the impact of tariffs, inflation, and competition in the industry, and shares the company's strategy for continued growth and reinvestment in the business.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to...
2025-03-10
05 min
Schwab Network
Mazzola on February Schwab STAX Report
February Schwab STAX increased to 51.94. Charles Schwab's Joe Mazzola joins Nicole Petallides to break down February's STAX report. The report highlights that two out of three traders believe the market is overvalued and that clients veered away from the Mag 7 by the month's end.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv...
2025-03-10
10 min
Schwab Market Update Audio
After Worst Week of Year, Market Awaits Price Data
Wednesday's CPI and Thursday's PPI are highlights ahead, but a possible government shutdown also looms after the worst week since last fall. Oracle reports after the close.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in...
2025-03-10
07 min
Schwab Network
Europe's "Watershed" Moment, U.S. Money Moves Overseas
Charles Schwab's Michelle Gibley reiterates Europe's growing market strength by explaining what could be a years-long acceleration in European stocks. She notes how Germany is leading the shift through defense spending. One thing attracting U.S. investors: cheap valuations compared to businesses in the states.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire...
2025-03-07
06 min
Schwab Network
Investors Await Non-Farm Payrolls: What's Needed for a Bounce?
Nathan Peterson with Charles Schwab doesn't expect to see aggressive action in either direction until investors see Friday's non-farm payroll report. He talks about the numbers he believes could spark a rally. As for unemployment, Kathy Jones notes layoffs from DOGE will play a key role in what can be a "bad combination" of data that may spark a sell-off. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app...
2025-03-06
06 min
Schwab Market Update Audio
Jobless Claims, Broadcom Awaited After Rebound
Broadcom and Costco earnings are due today, along with jobless claims and layoff data. The market rebounded Wednesday on auto tariff delays, but trade and growth fears persist.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice...
2025-03-06
07 min
Schwab Network
U.S. Tariff Latest, Growth Concerns & China's Economic Push
Charles Schwab's Jeffrey Kleintop kicks off the conversation with an insight into China, which pledged a 5% GDP target. Tech stocks in the country caught a bid with DeepSeek likely generating wind behind its market sails. In the U.S., Collin Martin goes over the latest developments on U.S. tariffs. He believes Friday's jobs report will be a catalyst for the Fed's next steps. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...
2025-03-05
06 min
Schwab Market Update Audio
Jobs, Services Data Ahead After Failed Comeback
After a recovery attempt failed Tuesday, investors weary of tariff news can focus today on services data and earnings from Foot Locker and Marvell. ADP jobs data is also on tap.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to...
2025-03-05
08 min
Schwab Network
Uncertainty Strangles Markets, "Soft & Hard Data" Divergence
Growth scares are what Charles Schwab's Joe Mazzola attributes to recent choppy action in the markets. He believes clarity from the Trump administration will steady trading sentiment. Cooper Howard clarifies the "divergence" in how investors see economic data.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network...
2025-03-04
07 min
Schwab Market Update Audio
As Tariffs Arrive, Stocks and Yields Play Defense
President Trump's confirmation late Monday of tariffs against imports from Canada, Mexico, and China have markets on defense after yesterday's sell-off. Tech took the worst blow.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction...
2025-03-04
08 min
Schwab Network
"America First" Policies Benefit European Markets
Charles Schwab's Michelle Gibley notes continuing outperformance in European markets compared to U.S. counterparts. She argues "America first" policies under President Trump only helped international competition. According to Michelle, it's not just Europe. She says China has seen promise alongside other emerging markets.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv...
2025-03-03
04 min
Schwab Market Update Audio
After Wild Week, Stocks Await Powell, Jobs Data
This coming Friday features February jobs data and a speech by Fed Chairman Powell. Stay tuned before that for ISM manufacturing, earnings from Target and Broadcom, and tariffs.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice...
2025-03-03
08 min
Schwab Network
Investor "Indecision" as Markets Weigh Earnings, Tariffs & Volatility
Markets ramped higher into the close on Friday following a week full of red arrows. Charles Schwab's Joe Mazzola notes investors are being plagued by "indecision" due to an ever-changing financial environment. Joe discusses how much investors have taken earnings into account after digesting the latest round of reports, including Nvidia's (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network...
2025-02-28
04 min
On Investing
Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)
Kathy Jones and Liz Ann Sonders discuss the recent drawdown in markets and debate whether this is a growth scare or something more lasting in the bond market.What's the housing market outlook for 2025? Liz Ann Sonders interviews noted housing market expert Ivy Zelman, executive vice president and co-founder of Zelman & Associates. Ivy reflects on the unique economic cycle that has emerged since the pandemic, particularly its impact on the housing market. She highlights the significant migration trends, supply and demand dynamics, and the challenges of affordability. The discussion also touches on the role of pu...
2025-02-28
39 min
Schwab Network
Growth Scares Leads to "Death of Momentum," Not Over for Bulls
There's a lot to digest in today's market sell-off, but the big question on many minds is what comes next. Charles Schwab's Nathan Peterson tells bulls to keep their heads up. He believes there's still bullish signs despite momentum coming to a halt over growth scares. He thinks the Trump administration will take today's session as a sign to ease tariff talks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the...
2025-02-27
04 min
Schwab Market Update Audio
Nvidia Results in Focus After Beating Consensus
Nvidia's earnings and revenue, out late Wednesday, beat Wall Street's consensus. The stock's direction could help set the tone today. Salesforce's revenue and guidance missed.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to...
2025-02-27
07 min
Schwab Market Update Audio
Stocks on Losing Streak as Investors Await Nvidia
Nvidia's results after the close are likely the big event today with the S&P 500 on a four-day losing streak as tech struggles. Yields hit two-month lows Tuesday on growth fears.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to...
2025-02-26
07 min
Schwab Network
European Growth Accelerating, U.S. Eyes GDP, PCE This Week
Charles Schwab's Michelle Gibley says European markets are seeing more robust growth compared to the states. Valuations are one key she believes unlocked the drive up. In yields, Cooper Howard says he won't be surprised to see a move higher following Wednesday's GDP print and Friday's PCE report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download...
2025-02-25
07 min
Schwab Market Update Audio
Home Depot, Confidence Awaited After More Losses
Home Depot results and Consumer Confidence loom after the Nasdaq went negative for the year Monday. Sentiment has slipped, especially for tech, but Nvidia results tomorrow are key.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice...
2025-02-25
07 min
Schwab Network
Balancing Portfolio Ahead of Correction, Expect Outperformance to Slow
Liz Ann Sonders with Charles Schwab tells investors to balance their portfolios. She predicts a market correction is coming, and the best way to weather it will be to invest in defensive sectors. Because of 2024's market gains, Liz Ann also tells investors to moderate expectations for 2025, believing returns won't meet the highs of last year. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple...
2025-02-24
06 min
Schwab Market Update Audio
Inflation Data, Nvidia Next After Last Week's Dive
PCE inflation data this Friday and Nvidia earnings this Wednesday follow a sharp drop last week triggered by new virus fears and weak U.S. data. Risk-off trading sent yields down.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to...
2025-02-24
07 min
Schwab Network
International Stocks "Haven" in Trade War, Treasury v. Inflation
U.S. stocks are being outperformed by international companies so far in 2025, according to Charles Schwab's Michelle Gibley. However, that could change if President Trump enacts tariffs on European goods. As for inflation, Collin Martin is keeping an eye on its treasury yield impact. He says sticky inflation paired with more tariffs can pivot the Fed's trajectory.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps...
2025-02-21
05 min
Schwab Network
NVDA Pre-Earnings Price: Bearish Signal or "More Bang for Your Buck?"
The whole market will likely see movement when Nvidia (NVDA) reports earnings on Wednesday. Its stock has closed the gap left by the DeepSeek sell-off, though recent stagnation kept its price near $140. On the technicals, Charles Schwab's Joe Mazzola says there's plenty of healthy signs, the question lies in whether they're strong enough to push Nvidia further. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps...
2025-02-21
05 min
Schwab Market Update Audio
Walmart Earnings Ahead After Stocks Hit New High
Investors await Walmart results and jobless claims after consecutive record closes for the S&P 500. Yields fell Wednesday, but Fed minutes made near-term rate cuts seem unlikely.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in...
2025-02-20
07 min
Schwab Network
PLTR Plummets on Pentagon Cuts, TOST & CVNA Earnings
Caroline Woods and Kevin Green react to the dramatic swings in Palantir (PLTR) and Supermicro (SMCI) following news that the Trump administration will be enacting budget cuts at the Pentagon. Legacy defense stocks as well as PLTR fell in reaction to the news. Then, the Schwab Network panel focuses on postmarket earnings moves in Toast (TOST) and Carvana (CVNA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https...
2025-02-19
14 min
Schwab Network
"Wild Sector Leadership Swings" in SPX & Dollar's Uncertain Market Hold
Liz Ann Sonders with Charles Schwab highlights the market's volatile start to 2025, notable in the swings of sector leadership. She also turns to the FOMC's meeting minutes to explain the "flattish" reaction. Meanwhile, Kathy Jones discusses the U.S. Dollar's big moves and whether there will be any directional certainty.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185...
2025-02-19
07 min
Schwab Network
The Big 3: MSFT, BABA, XOM
When it comes to Microsoft (MSFT), Theotrade's Don Kaufman considers its current stock price a "trap door" for bulls eyeing near-term profits. His bearish takes on tech continue with Alibaba (BABA), calling its upcoming earnings a "buy the rumor, sell the news" event. However, Don leans bullish on Exxon Mobil (XOM). Charles Schwab's Kevin Horner turns to the technicals behind all three companies.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document...
2025-02-19
11 min
Schwab Market Update Audio
After Late Surge to New Highs, Fed Minutes Await
Housing data and Fed minutes are next after a late rally sent the SPX to a new all-time closing high yesterday. Rising yields and volatility, however, remain potential hazards.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without...
2025-02-19
07 min
Schwab Network
Tariffs & Fed Weigh on Market Growth, Earnings Stays at Forefront
Charles Schwab's Nathan Peterson says to keep an eye on earnings estimates. As investors juggle uncertainty around the Trump administration, he suggests earnings can be a guiding force to meter volatility. Kevin Gordon adds that disagreements around tariffs and ecodata will continue to create ripples in the market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the...
2025-02-18
07 min
Schwab Market Update Audio
After Near-Record Run, Fed Minutes, Home Data Loom
Housing data, leading indicators, Fed minutes, and Walmart earnings are on the calendar this holiday-shortened week after stocks just missed an all-time high close Friday.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to...
2025-02-18
08 min
Schwab Network
"Complacency" Below Market Highs & "Tariff Toolbox" Volatility Risk
"It's steady as she goes" in today's markets, says Charles Schwab's Joe Mazzola. He says the market is trading just below all-time highs but complacency is keeping investors from breaking through. On the international front, Michelle Gibley expects tariffs to not be as heavy as President Trump makes them appear. She urges investors not to trade on every headline.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app...
2025-02-14
06 min
Schwab Network
Market 'Patient' in Tariff Outcomes, Trump v. Powell on Interest Rates
Mike Townsend offers a Charles Schwab Big Picture perspective on the new reciprocal tariffs President Trump announced. The tagline: "everything's at the first stage," and Mike believes the market will wait to see how the tariffs play out. He notes the president "does not like trade deficits" and uses the tariffs as a tool to clear them. As for Trump's view on interest rates, Mike discusses the clash between the president and Fed Chair Jerome Powell.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe...
2025-02-13
06 min
Schwab Network
Reciprocal Tariffs 'Contain' Earnings Impact, Path to 'Deescalating' Trade War
President Trump announced a new round of reciprocal tariffs against several countries. Charles Schwab's Michelle Gibley calls them a "plan of a plan" forcing other countries to reduce their tariffs against the U.S. She later discusses how other geopolitical tensions will impact global trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire...
2025-02-13
09 min
Schwab Network
CPI Removes 'Last Hope' of Imminent Rate Cut, Tariff Dark Cloud Over Fed
Charles Schwab's Kathy Jones tells investors not to expect a rate cut until at least December. Today's CPI print is one she believes will cement the Fed on keeping interest rates steady for now. However, Jeffrey Kleintop notes the tariff volatility as something that can sway decisions. He also points to a valuation gap between American and international stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app...
2025-02-12
06 min
Schwab Network
Tech Corner: AAPL
George Tsilis dives into Apple (AAPL) in the debut episode of "Tech Corner" on Schwab Network. Following the company's latest earnings report, George goes under the hood on Apple's revenue and breaks it down segment by segment. Then, he notes potential headwinds for the iPhone maker including tariffs and China, as well as the significance of Apple Intelligence for the company's A.I. growth story. Tune in weekly to find the latest tech stock deep dive!======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to t...
2025-02-12
06 min
Schwab Network
Charles Schwab Launches Schwab Core Bond ETF (SCCR)
@CharlesSchwab's D.J. Tierney discusses the launch of the firm's Core Bond ETF (SCCR). He talks about what the ETF holds, the active management cost, and why investors might be interested. “Investors are voting with their dollars,” he says to describe the growing popularity of active management.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amaz...
2025-02-11
07 min
Schwab Network
Mag 7 Preventing All-Time Highs & Inflation Disruption to "Quiet" Yields
Mega Caps dragged their heels in the dirt, according to Charles Schwab's Kevin Gordon. He says policy changes may be needed for markets to hit all-time highs again. When it comes to treasury yields, they've quietly stair-stepped lower. Collin Martin notes that CPI and PPI data coming later this week can change that.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app...
2025-02-10
05 min
Schwab Network
January 2025 STAX: NVDA, PLTR & AVGO DeepSeek Dip Buys, RSI's Bearish Indicator
Charles Schwab's Joe Mazzola says there were two stories to January's STAX report: pullback on risk appetite in the first half of the month, followed by DeepSeek dip-buying. He points to Nvidia (NVDA), Palantir (PLTR) and Broadcom (AVGO) as the biggest buys of the month. On the opposite end, investors sold Walt Disney (DIS), Boeing (BA) and Bank of America (BAC) the most. Joe also says RSI data may show the market is running out of steam.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe...
2025-02-10
08 min
Schwab Network
Mega Caps Earnings 'Underwhelmed' & Non-farm Payrolls On Deck
When it comes to the earnings season, Charles Schwab's Joe Mazzola says it has been good as a whole so far. The exception? Some of the Mag 7 names like Microsoft (MSFT) and Alphabet (GOOGL). On the economic front, Kathy Jones talks about tomorrow's non-farm payrolls. She expects the Fed to hold its ground on interest rates regardless of what tomorrow's data shows. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...
2025-02-06
07 min
Schwab Network
Tariff Ties to Market & Valuation Risk in Tech
Liz Ann Sonders with Charles Schwab says we're "at the mercy" of announcements from the Trump administration on tariff impacts. She says it's hard to have a crystal ball on the markets but notes factor-based investing as a tool to hedge uncertainty. Liz also points out valuation risk in the tech sector following its weakness to start 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple...
2025-02-04
07 min
Schwab Network
Technical Tuesday: SPX, SOUN, NU
"I'm encouraged by the resiliency that the S&P continues to show us," says Charles Schwab's Kevin Horner. He looks at technical levels to watch in the S&P 500. He then charts SoundHound (SOUN) and Nu Holdings (NU). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network...
2025-02-04
06 min
Schwab Network
Tariffs Talk: What Investors Need to Know
Charles Schwab's Jeffrey Kleintop joins Caroline Woods to discuss the ongoing tumult surrounding tariffs. From the delayed tariffs facing Canada and Mexico to the retaliatory tariffs imposed by China, Jeffrey sees the negotiations as a hopeful short-term issue for investors. He points to the MSCI EAFE Index as a possible "safe haven" as the index doesn't include Canada, Mexico, China or the U.S. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe ...
2025-02-04
08 min
Schwab Network
Fed's "Million Dollar Question" & Long-Term Tariff Economic Impact
Charles Schwab's Collin Martin offers a Big Picture view of how today's tariffs will shake the economy in the months ahead. He refers to the Fed's rate cutting path as the new "million dollar question." Collin points to how inflation and employment will shift once the dust settles. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the...
2025-02-03
04 min
Schwab Network
Rotation Inside SPX & Impact of Potential Trump 2025 Tariffs
Market weakness near the end of the trading week followed announcements of potential tariffs set to take place this weekend. Charles Schwab's Michelle Gibley doesn't expect those tariffs to take full effect, labeling them as a "negotiating tool" by President Trump. On the market, Joe Mazzola believes there's a rotation happening inside the SPX into sectors that didn't see many rallies in 2024. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...
2025-01-31
06 min
Schwab Network
Recession Risk Low but Not Zero, Consumer Still Shows Strength
"We don't want to rule out a recession, but it isn't something that's in our base case right now," says Charles Schwab's Cooper Howard. He says the latest round of economic data took away some concern. Liz Ann Sonders agrees, but warns investors to keep recession risk on the radar as the markets navigate Fed and Trump policy uncertainty. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https...
2025-01-30
06 min
Schwab Network
Market Outlook After Big Tech "Mixed Bag," Unchanged Fed Rate
Charles Schwab's Liz Ann Sonders weighs the outlook for the market after Wednesday's earnings and Fed-fueled gauntlet of data. She considers the latest round of mixed earnings a "mixed bag" and believes the Mag 7's overvaluation needs more justification. Turning to the Fed, Liz Ann says to brace for uncertainty amid a "will they, won't they" back-and-forth on rate cuts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...
2025-01-30
08 min
Schwab Network
TSLA, MSFT & META Earnings On Deck & Credit "Priced for Perfection"
Three of the Mag 7 report earnings after hours on Wednesday. Charles Schwab's Nathan Peterson says A.I. spending will be under the microscope following Monday's DeepSeek sell-off. Cooper Howard turns to the bond market by sharing concerns of credit and the Fed's balance sheet. He believes the Fed could leave "bread crumbs" for a data-dependent rate cut later this year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...
2025-01-28
07 min
Schwab Network
DeepSeek 'Wake Up Call' for Other Countries
Charles Schwab's Michelle Gibley notes that international stocks have outperformed the SPX if you take Nvidia (NVDA) out of the equation. The reliance of A.I. in U.S. markets is something Michelle believes led to today's steep tech sell-off. She later turns to the difference in tech valuations between U.S. and European markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us...
2025-01-27
05 min
Schwab Network
Fed "Will Do Very Little" Next Week, Mag 7 Takes Spotlight
Charles Schwab's Kathy Jones expects little action from the Fed during its next interest rate meeting. She believes the institution will stay the course with the presidential transition just days in the rearview mirror. Joe Mazzola points to earnings in four of the Mag 7 companies as the real showstoppers next week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
2025-01-24
06 min
Schwab Network
'Gray Area' to 'Golden Age': Bitcoin & Crypto's Future Under Trump
Dan Novaes appeared on Schwab Network several years back when Bitcoin was a fraction of its current price. Now, he says cryptocurrencies are experiencing a "golden age." Dan explains his bull thesis behind Bitcoin reaching the $150,000 mark within the first half of this year. He remains optimistic on regulation and encourages investors to have crypto in their portfolios. However, he warns of investment dangers around meme coins. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
2025-01-24
08 min
Schwab Network
Economy "Check Boxes:" Interest Rates, Moving Averages & Price Action
Today's Charles Schwab Big Picture panel turns to the economy. Kevin Gordon notes a stronger market today when it comes to breadth but tells investors to keep an eye on incoming inflation and jobs data. Cooper Howard notes President Trump's push to curb interest rates, though the Fed's desire to remain independent will clash with those goals. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
2025-01-23
05 min
Schwab Network
Trump 2.0 Economy: Stubborn Inflation, Tariff Uncertainty & Big Tech Spending
Charles Schwab's Liz Ann Sonders analyzes President Trump's first week in office and looks ahead to economics down the road. She has a positive outlook for earnings season but notes stubborn inflation will remain a sticky issue due to an uncertain tariff roadmap. Liz Ann weighs if the Fed will stick to its current rate cut path amid sudden policy changes, and notes Big Tech CapEx will stay in focus for 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...
2025-01-23
09 min
On Investing
Climate Shocks & the Muni Bond Market
In this conversation, Kathy Jones and Cooper Howard discuss the impact of climate shocks, particularly wildfires in Los Angeles, on the municipal bond market. They explore the risks associated with California municipal bonds, the financial implications for issuers, and the broader trends in climate-related events. Cooper emphasizes the importance of diversification for investors to mitigate potential risks and highlights the increasing frequency of climate shocks over the years. The discussion also touches on the role of federal assistance in managing the aftermath of such events. You can read more from Cooper Howard about municipal bonds, including the po...
2025-01-17
21 min
On Investing
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
After another year of the bull market, what's in store for stocks in 2025? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with senior investment strategist Kevin Gordon. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover tariffs, immigration, and potential policy changes, among other topics. Uncertainty remains a major theme.Next, Kathy Jones, Schwab's chief fixed income strategist interviews Jeffrey K...
2024-12-13
33 min
On Investing
Uncertainty Around Future Policy
In this week's episode, Liz Ann Sonders, Schwab's chief investment strategist, and Kathy Jones, Schwab's chief fixed income strategist, discuss the current economic landscape, focusing on policy changes in Washington, the implications of tariffs and immigration reform on inflation, and the Federal Reserve's potential moves at their next meeting. They explore the dynamics of the housing market, the uncertainty businesses face due to fluctuating policies, and the impact of global events on market reactions. The discussion concludes with reflections on gratitude and collaboration within their teams.On Investing is an original podcast from Charles Schwab. For more...
2024-11-22
16 min
Gamma On
Gamma On EP2: "When the Tail Wags the Dog"
Oliver Renick and Shane Skinner are back to get into the concept of Gamma Exposure. The duo dive into the "why & how" behind the second derivative of options trading, before bringing in Schwab Network's Kevin Green to describe his use of Gamma in market analysis. Stay tuned for Episode 3...as the calculation of Gamma Exposure gets a full deep-dive. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http...
2024-11-19
28 min
Choiceology with Katy Milkman
A Hero's Journey: With Guests Ethan Gilsdorf, David Fajgenbaum & Kurt Gray
Luke Skywalker, Frodo Baggins, Katniss Everdeen, the main characters of many great stories, they all have one thing in common: the shape of their journey. From answering the call to adventure, to undergoing tests of character and strengths, to triumphantly returning home forever changed. It's a classic narrative structure that's inspired countless tales from ancient myths to modern media. But it's not just great for entertainment. In this episode of Choiceology with Katy Milkman, we look at how this specific type of storytelling can be leveraged to make your life more manageable, exciting, and meaningful. Wri...
2024-10-21
39 min
On Investing
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
In this episode, Kathy and Liz Ann open by discussing the implications of the recent rate cut by the Federal Reserve, focusing on the labor market and upcoming economic indicators. They explore how the rate cut may affect various economic sectors, including borrowing rates and consumer spending. They also highlight the importance of under-the-surface labor market data in predicting future Fed actions.Liz Ann Sonders, Schwab's Chief Investment Strategist, interviews Doug Ramsey, Chief Investment Officer of the Leuthold Group. They discuss the implications of the Federal Reserve's easing cycle on the economy, focusing on labor market dynamics...
2024-09-27
38 min
Choiceology with Katy Milkman
The Truth Is Out There: With Guests Tania Lombrozo & Toby Ball
Your car breaks down. Must be because you skipped an oil change last month. Or your favorite team loses. Well, that was because of a bad call by a corrupt referee. In reality, many events involve multiple contributing factors. But we tend to gravitate toward single causes. In this episode of Choiceology with Katy Milkman, we look at our desire to explain things simply, even when the truth may be more complex.Where unidentified flying objects are concerned, there is rarely a simple answer. They'd be identified flying objects otherwise. So in the absence of co...
2024-09-09
31 min
On Investing
Recent Market Volatility & the Role of Fixed Income
Kathy and Liz Ann catch up on recent market volatility, the Fed's next move, and changes in the economic data. There is some debate about whether the Fed should cut by 50 basis points in September or the expected 25 basis points. They also touch on the importance of inflation, the labor market, and global growth in the Fed's decision-making process. Next, Kathy is joined by Matt Hastings, managing director and head of Bond Index Strategies for Schwab Asset Management. He leads the portfolio management team for the Schwab taxable bond mutual funds and Schwab fixed income ETFs and h...
2024-08-16
34 min
In The Arena
Brendan Schwab - ' Then we decided to challenge the system '
“Leadership is an external challenge of communication.”A future vision requires imagination and someone to spark the flame.Performance Coach Owen Eastwood describes this as the creation of ‘forward memories’.To ignite, motivate and bond individuals into teams through a shared future and journey they will undertake together.Imagination, in terms of leadership, clearly requires creativity, but mostly, it is an act of courage.This thought comes to mind when I am speaking with my brother Brendan Schwab and his vision.Brendan is the most creative and courageo...
2024-08-13
1h 30
Choiceology with Katy Milkman
Choiceology's Guide to Better Decisions: With Guests James Korris, Carey Morewedge & Jack Soll
Over the years, Choiceology has offered a lot of advice for making better decisions. In this special episode of Choiceology with Katy Milkman, we bring you the story of a video game that is surprisingly effective at reducing decision errors, and you'll hear about a practical checklist for improving choices in many different contexts.Solving fictitious mysteries might sound like fun and games, but the video game MISSING: The Pursuit of Terry Hughes was designed with a serious purpose in mind: to help intelligence analysts avoid decision-making traps. In 2015, James Korris and Carey Morewedge worked together to de...
2024-05-20
31 min
On Investing
How Innovation Drives Growth: A Conversation With Chuck Schwab
In this episode, Liz Ann Sonders sits down with Chuck Schwab, founder of Charles Schwab & Co. They discuss how the company was founded, Chuck's decision to cut commissions on trades, how innovation plays a crucial role in driving growth in the economy, and how investing allows individuals to participate in the growth of the country.You can watch the new documentary film they mention, Chuck, for free on YouTube.Chuck is the story of Charles Schwab: a man with a vision that would end up changing Wall Street forever. In the new documentary by Oscar-winning...
2024-05-10
31 min
Choiceology with Katy Milkman
Top of Mind: With Guests John Farrell & Manasvini Singh
When someone asks, "What's your favorite restaurant?" odds are you're inclined to recommend a place you've eaten at recently—even if it's not really your favorite. It's just top of mind. Why do we weigh recent events so heavily? And how does this tendency impact important decisions, like whom to vote for or how to conduct medical procedures? In this episode of Choiceology with Katy Milkman, we look at a phenomenon that can cause us to overweight recent events compared to earlier events and make suboptimal decisions. The 1968 presidential election was one of...
2024-03-25
32 min
On Investing
Sector Views: Our Stock Sector Outlook
Liz Ann Sonders and Kevin Gordon discuss the evaluation of various sectors of the economy and the relaunch of Schwab Sector Views, which provides perspective and ratings on the 11 sectors of the S&P 500. The new version of Sector Views incorporates a quantitative and qualitative approach, using factors such as growth, quality, sentiment, stability, and valuation to determine sector rankings. The ratings are based on a 6-to-12-month time horizon. Currently, the outperform sectors are energy, financials, and materials, while real estate and consumer discretionary are underperforming. Kevin emphasizes the importance of considering concentration risk and using sector views...
2024-03-08
26 min
On Investing
What Can the Sahm Rule Tell Us About the Economy?
In this episode, Schwab's Chief Fixed Income Strategist Kathy Jones interviews former Fed economist Claudia Sahm. And Schwab's Chief Investment Strategist Liz Ann Sonders discusses the December jobs report with Kevin Gordon. Liz Ann and Kevin look at the differences between the numbers in the household survey and the establishment survey—and how this data will affect the fight against inflation, among other topics. You can see the charts they mention in this article: Mixed Signals: December's Jobs Report.Kathy and Claudia discuss the Sahm rule, which is an indicator of a recession, and its purpose in pr...
2024-01-12
55 min
On Investing
Market Outlook: What's in Store for 2024?
After a tumultuous year for the markets, what's in store for 2024? In this year-end episode, Schwab experts look ahead to consider what investors might expect from the markets in the new year.First, Liz Ann Sonders, Schwab's chief investment strategist, speaks with senior investment strategist Kevin Gordon. Liz Ann offers her perspective on the direction of the U.S. economy and stock market. She and Kevin discuss inflation, interest rates, company earnings, and the job market, among other topics.Next, Kathy Jones, Schwab's chief fixed income strategist interviews her colleagues Collin Martin and Cooper Howard. K...
2023-12-08
1h 03
On Investing
The View from Washington D.C.
In this episode of On Investing, hosts Liz Ann Sonders and Kathy Jones welcome Mike Townsend to the show. Mike is Schwab's managing director of legislative and regulatory affairs in Washington D.C. He is also the host of Schwab's WashingtonWise podcast, which explores the intersection between policy, politics, the markets, and the economy. He shares his thoughts on the 2024 election cycle, the likelihood of a government shutdown, and the state of the federal budget deficit and government debt.Kathy and Liz Ann also give an update on what they are keeping an eye on next week in...
2023-11-10
27 min
On Investing
Frequently Asked Questions from Investors
In this episode of On Investing, hosts Liz Ann Sonders and Kathy Jones recap the previous week and dig into a list of frequently asked questions from investors. They cover questions such as "What's the next move for the Fed?" and "Is a recession coming or not?" among others.Kathy and Liz Ann also give an update on what they are keeping an eye on next week in the markets.Liz Ann Sonders is Schwab's chief investment strategist. She's regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the...
2023-11-03
36 min
On Investing
Our Philosophy and What Matters in the Markets
In the first episode of Schwab's new podcast, On Investing, hosts Liz Ann Sonders and Kathy Jones introduce each other and explain what matters to them as they analyze the equity and bond markets. They also discuss the current market cycle and what the broader picture might tell us. Liz Ann Sonders is Schwab's chief investment strategist. She's regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's,and the Financial Times.She also appears asa regular guest on CNBC, Bloomberg, CNN, Yahoo! Finance, and Fox Business News. Liz Ann has b...
2023-10-27
33 min
Choiceology with Katy Milkman
The Superforecasters: With Guests Leon Panetta, Peter Bergen & Barbara Mellers
There are moments in life where it seems as though everything is riding on one important decision. If only we had a crystal ball to see the future, we could make those decisions with greater confidence. Fortune-telling aside, there are actually methods to improve our predictions—and our decisions.In this episode of Choiceology with Katy Milkman, we look at what makes some people “superforecasters.” In 2010, the United States government had been looking for Al Qaeda leader and perpetrator of the 9/11 attacks, Osama bin Laden, for nearly a decade. Years of intelligence gathering all over the wor...
2023-06-05
37 min
Choiceology with Katy Milkman
Survey Says: With Guests W. Joseph Campbell & Emily Oster
If you ran a survey at a science fiction convention to find out which movies were most popular with the general public, chances are good that the results would lean heavily towards sci-fi films. This skewing of data is plain to see in this context, but in many others it’s less obvious and potentially more pernicious.In this episode of Choiceology with Katy Milkman, we look at a bias that can distort information that we gather from the world around us.First, W. Joseph Campbell tells the story of the infamous Literary Digest election pol...
2023-05-22
29 min
Choiceology with Katy Milkman
(BONUS) From Ripple Effect: Does Diversity Training Work? with Katy Milkman
On this special bonus episode of Choiceology with Katy Milkman, we highlight Ripple Effect, a new podcast from the Wharton School of the University of Pennsylvania. Hosted by Dan Loney, Ripple Effect showcases research by Wharton faculty and shares what their insights mean for you.As part of a series on women and work, this episode of Ripple Effect features Choiceology host and Wharton professor Katy Milkman. After years of conducting research on gender bias in the workplace, Katy has reached a singular conclusion: Systemic change is necessary to create long-lasting progress towards diversity, equity, and inclusion. Sh...
2023-05-08
31 min
Choiceology with Katy Milkman
Brave on the Waves: With Guests Bianca Valenti & Katherine Coffman
We all make decisions involving risk. Decisions like trying out for your school’s chess team, speaking up when you don’t agree with your boss, or going down a double-black-diamond run at the end of a long day of skiing. So how do we determine which risks are worth taking and which ones are too … risky?In this episode of Choiceology with Katy Milkman, we look at gender differences around confidence and uncertainty, and how we can all better calibrate our bravado.Surfing waves as tall as apartment buildings takes a lot of strength and sk...
2023-04-24
32 min
Choiceology with Katy Milkman
Mesmerized: With Guests Mara Rockliff & John List
It seems like every other week there's a news report about how coffee will help you live longer or will shorten your life. There are similar reports about vitamins and water consumption and any number of other health-related studies. So why do we see so much conflicting information around scientific research in the media? In this episode of Choiceology with Katy Milkman, a look at the slippery problem of separating correlation from causation.You'll hear the fascinating story of Franz Mesmer and the apparently miraculous effects of what he dubbed animal magnetism. Author Mara Rockliff r...
2022-11-07
35 min
Choiceology with Katy Milkman
The Bad with the Good: With Guests Uzma Khan & Gustav Källstrand
You've probably caught yourself indulging after a workout or a game or a stretch of healthy eating. Maybe it was a pint or two after a soccer game or an extra piece of cheesecake after a vigorous hike. These indulgences are easier to justify after a healthy activity. Ironically, though, these indulgences can undo some of your hard work. So why do we tend to behave this way? In this episode of Choiceology withKaty Milkman, a look at how we justify our decisions based on previous behavior.Alfred Nobel was a very successful inventor and b...
2022-10-24
30 min
Choiceology with Katy Milkman
How You Spend It: With Guests Joshua Fields Millburn & Cassie Mogilner Holmes
“Life, liberty, and the pursuit of happiness.” A quintessentially American phrase from the Declaration of Independence. That “pursuit of happiness” takes many forms, but it turns out that some approaches are more likely to be successful, according to science. In this episode of Choiceology with Katy Milkman, we look at a way to frame how you spend your time and money that may help you lead a happier life.Joshua Fields Millburn was hungry for success. Despite a difficult childhood, he was determined to make it big. He worked long hours, took little time off, and rapid...
2022-09-12
31 min
Choiceology with Katy Milkman
Silver Linings: With Guests Annie Duke, Kassia St. Clair & Adam Grant
If you’ve ever lost a job, or been through a breakup, or failed an exam, you’ll know that the aftermath can be painful and disorienting. But for some percentage of those who experience these disappointing outcomes, unforeseen opportunities will arise.In this episode of Choiceology with Katy Milkman, we look at the occasional upside of being forced to quit a career, or a relationship, or even a favorite route to work.Kassia St. Clair brings us the story of William Henry Perkin. As a young man in 19th-century London, Perkin had set his sigh...
2021-05-10
38 min
Choiceology with Katy Milkman
Coping Amid the Crisis: With Guest Laurie Santos
An unprecedented global health crisis has overwhelmed healthcare systems, disrupted economies and financial markets, and radically altered our daily lives. And while social distancing is the responsible thing to do to slow the spread of disease, it also heightens the emotional challenges we face during these scary and uncertain times.In this special bonus episode of Choiceology with Katy Milkman, we look to the science of happiness to see how we might mitigate the adverse impacts to our mental health and well-being—and maybe even cultivate good new habits that can help us when the crisis is ov...
2020-04-06
39 min